See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,831 | $167,484-42.8% | $151,611-36.8% | $134,475-28.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.65% | 7.80%-22.5pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,359 | $6,829-80.1% | $6,166-78.0% | $4,740-71.3% |
| Participant deferral / active EE | $8,029 | $8,986-10.6% | $8,363-4.0% | $6,400+25.5% |
| Admin fee / account holder | $6,617 | $13,783-52.0% | $11,616-43.0% | $11,426-42.1% |